Crossmark Global Holdings, Inc.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1539204
HOUSTON, TX
Position in AMG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,945,039
+$244,737 QoQ
Shares Held
14,613
-14.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#135
of 566 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $55,319,463 across 21 Asset Management names. AMG ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
53,873 | $9,365,282 | |
| 2 | STT |
State Street Corp
|
43,526 | $7,382,009 | |
| 3 | BLK |
BlackRock, Inc.
|
7,406 | $7,121,313 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
This page
|
14,613 | $4,945,039 | |
| 5 | AMP |
Ameriprise Financial Inc
|
8,710 | $3,995,799 | |
| 6 | BX |
Blackstone Inc.
|
33,849 | $3,983,011 | |
| 7 | SEIC |
Sei Investments Co
|
37,301 | $3,271,670 | |
| 8 | KKR |
KKR & Co. Inc.
|
31,130 | $2,857,111 |
All Filings in AMG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,945,039 | 14,613 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,700,302 | 16,987 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,766,291 | 6,127 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $340,807 | 1,843 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $501,396 | 2,820 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $298,085 | 1,908 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $592,006 | 3,535 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $345,842 | 2,284 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $331,975 | 2,547 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $407,400 | 2,718 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $473,403 | 3,324 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $591,893 | 3,736 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $345,504 | 3,089 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $372,187 | 3,192 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $475,282 | 3,372 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $684,690 | 4,162 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $553,291 | 3,662 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $516,911 | 3,352 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $526,373 | 3,532 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $335,813 | 3,302 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $235,774 | 3,448 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $293,915 | 3,942 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $236,086 | 3,992 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||